To read the full article by Johann Rossouw published by Personal Finance, see: https://www.iol.co.za/personal-finance/financial-planning/investors-should-ignore-the-noise-1161b800-e306-400a-b499-6ce038bcd0e8
Andrew Bradley’s Comments in News24
News24 recently published an article about one-off pension withdrawals. In it, our CEO, Andrew Bradley provided his insights on the subject. Read the full article here: https://www.news24.com/fin24/companies/once-off-pension-withdrawals-old-mutual-expects-1m-clients-to-cash-out-up-to-r25-000-each-20230619
Retirees with multiples incomes need to carefully consider SARS tax directives
By Lana Visser The South African Revenue Services (SARS) has again issued tax directives to life insurance companies stating what tax they should withhold for annuitants who receive an income from more than one source. This means that If you receive income from sources other than your annuity, the total tax due to SARS based on your overall income will …
The maths behind your mortgage
Lately, homeowners have been dreading announcements from the Reserve Bank’s Monetary Policy Committee (MPC). Inflation has been running rampant due to the war in Ukraine and what we now call – the post COVID-19 hangover. This has led to Central Banks hiking interest rates to combat the rising cost of living. But what do all these technical terms mean for …
The Ultimate Bottleneck
After the Global Financial Crisis, for a period of almost 14 years, funds investing in high growth shares such as Amazon or Alphabet were supported by significant tailwinds in earnings and rating expansions, resulting in substantial outperformance of global equity markets. Investors watching from afar rightly questioned the sustainability of these valuations. In fact, on some level, it would be …